Auto Invoice Creation

On the Job Summary screen, once a job is marked as Completed, an action button becomes visible that contains a menu option named Create Invoice for Job. Selecting this option automatically generates an invoice for the completed job.

Key Features:

• Automatic Invoice Generation – The system creates a new invoice linked to the completed job. • Includes Billable Job Items – All job items marked as billable are automatically added as products or services on the invoice. • Reduces Manual Entry – Eliminates the need to manually add parts, or services used in the job. • Accurate Billing – Ensures that only items intended to be billed are included, minimizing errors.

Benefits:

• Streamlines the invoicing process for completed jobs • Saves time by automatically pulling relevant job data into the invoice • Improves accuracy and consistency in billing • Provides a quick and efficient way to generate invoices for customers immediately after job completion

Using this action ensures that all billable items from a completed job are correctly captured in the invoice without manual intervention.